StockDriftsStockDriftsTop 50 Uptown Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 12.21% | 189.9K | $17.1M | +1.72%(+3.21K) | $67.62(+31.35%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 7.97% | 142.3K | $11.2M | +1.88%(+2.62K) | $66.93(+19.65%) | 2026-09-30 | |
| IJR | ISHARES TR | 7.8% | 80.4K | $10.9M | +1.22%(+966) | $116.23(+16.85%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 7.24% | 165.9K | $10.1M | +0.95%(+1.56K) | $52.64(+19.67%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 5.84% | 158.1K | $8.2M | +1.35%(+2.11K) | $40.65(+24.64%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.42% | 99.5K | $7.6M | -0.70%(-704) | $78.12(-2.03%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.18% | 47.6K | $5.9M | -0.34%(-164) | $85.66(+41.65%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.61% | 184.2K | $5.1M | +1.67%(+3.03K) | $20.51(+31.22%) | 2026-09-30 | |
| VDE | VANGUARD WORLD FD | 3.08% | 25.1K | $4.3M | -0.87%(-220) | $122.89(+53.82%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 2.85% | 18.5K | $4.0M | -1.31%(-245) | $172.06(+29.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.88% |
Uptown Financial Advisors LLC reports $140.10M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are VUG (12.2%), VO (8.0%) and IJR (7.8%). The top 20 holdings account for 78.92% of reported assets. Its disclosed equity book has returned +23.42% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Uptown Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066147). View Uptown Financial Advisors LLC’s 13F filings on SEC